Payroll tangles, patchwork compliance, and vendor sprawl can quietly drain a growing company. We sit down with CRC’s PEO leaders, Rob Schlossberg and Ari Wind, to map out when a professional employer organization unlocks simpler operations, stronger benefits, and fewer risks—and when it doesn’t. If your clients have multi-state teams, rising admin load, or employees asking for richer plans like IVF and modern voluntary benefits, this is a practical guide to the trade-offs that matter.

We break down what a PEO really delivers: integrated payroll, HR, workers’ comp, and compliance inside a single tech platform that cleans up onboarding, recordkeeping, and reporting. Rob and Ari explain why interest has surged, how to spot genuine fit signals across industries like private equity, nonprofits, logistics, and tech, and the common red flags that suggest the open market might be smarter. You’ll also learn how to protect clients with CPEO status and ESAC accreditation—critical safeguards that prevent tax restarts, ensure financial oversight, and backstop payroll and benefits through surety bonding.

What truly differentiates our approach is process. We start with a focused discovery call, run a consolidated RFP that works across multiple PEOs, guide demos and implementation, and deliver renewal strategies 90 days in advance. That solution-agnostic stance means we recommend PEO, open market, or hybrid based on real needs, not hype—sometimes even talking clients out of a PEO when it won’t serve them. As the market consolidates and matures, brokers who claim the PEO conversation early protect their relationships and win more often.

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